+12.8%
TEAM vs ROKU
+57.7%
-44.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -1.9% |
| 7D | -0.4% | -1.3% | +0.9% | +0.1% |
| 30D | +67.3% | +5.9% | +61.4% | +63.6% |
| 3M | +86.8% | +23.9% | +62.9% | +72.4% |
| 6M | +146.8% | +59.6% | +87.3% | +109.5% |
| YTD | +16.9% | +43.4% | -26.5% | +1.8% |
| 1Y | +12.8% | +60.2% | -47.4% | -2.8% |
| All | +12.8% | +57.7% | -44.9% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ROKU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling